LDS WEALTH ADVISORS

Business succession planning; Business management consultation in the field of executive compensation

Insurance agency and brokerage; Insurance information and consultancy; Brokerage services for stocks and bonds; Investment advisory services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial asset management; Administration of employee welfare benefit plans concerning insurance and finance; Administration of employee pension plans; Estate planning; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families